Tandy Leather Factory Inc (TLF) Fair Value & Analysis
Consumer Cyclical · US · Market cap $19.2M · ISIN US87538X1054
What is Tandy Leather Factory Inc really worth?
Tandy Leather Factory Inc
TLF · US
A solid business, currently priced close to our fair value of $2.38.
Risks
Fair value as of: Aug 22, 2026
From 11 valuation models · updated 10 days ago
Fair value updated Aug 22, 2026, revised from $2.37 to $2.38 (+0.1%) since Aug 13, 2026. Share price +10.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits close to our fair value, market and models broadly agree here, little valuation tension.
- A fairly wide model range ($1.66 to $3.03) leaves room in how you read the outcome.
- Evidence is limited here (fewer models, shorter history), so the fair value is a rougher estimate than usual.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 22, 2026.
How to read this chart
60‑month range $1.38 – $2.65 · fair‑value band $1.66 – $3.03 · the $2.62 price screens above the $2.38 fair value. Dashed = 300-day average. As of Aug 22, 2026.
Analysis
Tandy Leather Factory Inc (TLF) currently trades at $2.62, while our model-based Fair Value estimate is $2.38, implying the stock looks roughly 10.3% fairly valued today. The Quality Score stands at 60/100 (solid quality), in the Consumer Cyclical sector. Bull case: the Growth Earnings group reads highest at a median of $18.63 per share, and 11 of the 11 models we run sit above the $2.62 price. Bear case: the Asset-Based group reads lowest at $4.33, and 0 of the 11 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, Tandy Leather Factory Inc generated revenue of $76.9M at a net margin of −2.9%. Revenue grew 3.2% year over year. It earns a return on equity of −4.4%. Net debt stands at $11.3M. Fundamentals as of Aug 22, 2026
Our scenario range runs from $1.66 (bear case) to $3.03 (bull case); at $2.62, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 77% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −12% fair-value upside, at −9%, TLF screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 11 models by family
Widest divergence: Growth Earnings ($18.63) versus Asset-Based ($4.33). Highest evidence: Owner Earnings (78).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 22, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 73
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machines, and other supplies.
Full company description
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain. It offers leather, hand tools, hardware, kits, liquids, teaching materials, open workbenches, machines, and other supplies. The company manufactures leather laces, cut leather pieces, do-it-yourself kits, thread laces, belt strips and straps, and Craftaid tooling template through its stores and website, as well as direct account representative. In addition, it offers production services, including cutting, splitting, and assembly services to commercial and business customers. The company sells its products to retail customers, including hobbyists, schools, camps, other businesses, as well as military and first responders under the Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro brand names. The company was formerly known as The Leather Factory, Inc. and changed its name to Tandy Leather Factory, Inc. in 2005. Tandy Leather Factory, Inc. was founded in 1919 and is headquartered in Benbrook, Texas.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Tandy Leather Factory Inc reported revenue of $76.3M in FY2025 versus $82.7M in FY2021, a compound −2.0%/yr. Reported net income was $9.1M in FY2025, compounding +61.0%/yr from FY2021.
of which total revenue −1.2 % · buybacks/dilution +1.7 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
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Peer Group
Specialty Retail · 231 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Retail median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Aug 22, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alimentation Couche-Tard Inc ATD | C$89.93 | C$104.32 | +16% |
| Casey's General Stores, Inc CASY | $755.47 | $398.90 | −47% |
| Williams-Sonoma, Inc WSM | $235.09 | $162.63 | −31% |
| Ulta Beauty, Inc ULTA | $543.19 | $475.40 | −12% |
| DICK'S Sporting Goods, Inc DKS | $202.66 | $181.10 | −11% |
| Best Buy Co BBY | $82.44 | $108.04 | +31% |
| China Tourism Group 601888 | ¥54.97 | ¥40.40 | −27% |
| Tractor Supply Company TSCO | $34.72 | $35.52 | +2% |
| Five Below, Inc FIVE | $259.41 | $117.29 | −55% |
| Murphy USA Inc MUSA | $574.12 | $423.35 | −26% |
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